Cary Smith, financial advisor Gainesville GA

Cary Smith

CRD Number: 1028352
Current Firm: Primerica Advisors

Cary Smith (CRD# 1028352) is an Investment Advisor Representative working at Primerica Advisors in Gainesville, GA and has over 41 years of experience in the finance industry.

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Mml Investors Services, LLC
Company Name Location Dates Years
Cary D. Smith & Assoc. Inc. Conyers, GA Jul 2007 - Current 16
Primerica Financial Services Gainesville, GA Feb 1991 - Current 33
Pfs Investments Inc. Gainesville, GA Oct 1982 - Current 41
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1982
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Cary D. Smith
Phone Number: 833-786-0550
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    8,462
    MILLIONS
  • Total Number of Accounts
    59,808
    ACCOUNTS
  • Average Account Value
    $141,486
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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